February 01, 2015 3:02 AM ET

Internet Software and Services

Company Overview of Smarsh, Inc.

Company Overview

Smarsh, Inc. provides cloud-based archiving and compliance solutions for companies in regulated and litigious industries. The company’s centralized platform provides a unified compliance and e-discovery workflow across a range of digital communications, including email, public and enterprise social media, Websites, instant messaging, and mobile messaging. It serves the regulatory compliance, e-discovery, and record retention requirements of financial services, healthcare and life sciences, public sector, and other industries. Smarsh, Inc. was founded in 2001 and is based in Portland, Oregon with additional offices in Atlanta, Georgia; New York, New York; Boston, Massachusetts; Los Angeles, C...

921 SW Washington Street

Suite 540

Portland, OR 97205

United States

Founded in 2001





Key Executives for Smarsh, Inc.

Chief Financial Officer
Vice President of Sales & Operations
Chief Technology Officer
Age: 40
General Counsel
Compensation as of Fiscal Year 2014.

Smarsh, Inc. Key Developments

Smarsh Inc. Opens London Office to Meet Growing Global Demand for Archiving and Compliance Solutions

Smarsh Inc. announced the opening of a fully operational London-based entity. The US-headquartered company, which has successfully delivered its cloud-based archiving solutions to global financial organizations including Aberdeen Asset Management and Standard Life Investments, is now well-positioned in the Square Mile to assist UK-based customers in meeting compliance obligations from the Financial Conduct Authority (FCA), the European Supervisory Authorities (ESA) and other global regulatory agencies. The cloud-based Smarsh Archiving Platform enables customers to meet regulatory obligations for the retention and oversight of electronic communications, offering a unified compliance and e-discovery workflow across email, social media, instant messaging, mobile messaging and web content. With over a decade of experience in the financial services industry, Klein brings a deep working knowledge of global capital markets and has extensive experience in assisting regulated organisations. The Smarsh UK office is located in London's Square Mile (Warnford Court, 29 Throgmorton Street, Suite 218, London EC2N 2AT) and will be recruiting sales and customer support engineers in the coming months.

ProEquities Inc. Selects Smarsh to Leverage Social Media

Smarsh announced it has been selected by ProEquities, Inc. to provide LinkedIn, Facebook, Twitter and email archiving services. Smarsh enables ProEquities, a service and growth-oriented broker-dealer for independent registered representatives and financial advisors throughout the 50 states, to meet the needs of its advisors and its IT and compliance departments. The ProEquities compliance team is confident that, with Smarsh, the company meets the retention and supervision requirements of the securities and exchange commission and financial industry regulatory authority without piling hours of work onto staff.

Northstar Realty Securities Deploys Smarsh Archiving & Compliance

Smarsh(R) announced NorthStar Realty Securities, LLC deployed Smarsh Archiving & Compliance for Salesforce1 Chatter(TM) via the Salesforce1 AppExchange. NorthStar has deployed Salesforce1 Chatter nationwide, helping to improve communication and collaboration across a geographically dispersed sales team. For NorthStar's wholesalers, Chatter is more than a solution to organize information; it provides them with a shared, real-time awareness of events. Smarsh Archiving & Compliance for Salesforce1 Chatter enables NorthStar's compliance department to more effectively meet the electronic communication retention and supervision obligations of the Financial Industry Regulatory Authority (FINRA).

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